Purchases and Sales Made in Q3 2021 in Invesco ETF Tr Ii S&P Midcap L (XMLV)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P Midcap L (XMLV) during Q3 2021. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P MIDCAP L.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2021
Q3 2021
|
G&S Capital LLC
|
SELL
|
- |
-169- 0.55% |
$8.88K - $9.43K
|
30.5K
$1.87M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-180- 5.89% |
$9.45K - $10K
|
2.87K
$176K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-200Closed |
$10.5K - $11.2K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-214- 42.46% |
$11.2K - $11.9K
|
290
$17.8K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-224- 9.19% |
$11.8K - $12.5K
|
2.21K
$136K
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-239- 4.62% |
$12.6K - $13.3K
|
4.94K
$302K
|
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-287- 2.01% |
$15.1K - $16K
|
14K
$859K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-300- 2.75% |
$15.8K - $16.7K
|
10.6K
$650K
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-314- 30.94% |
$16.5K - $17.5K
|
701
$42.9K
|
|
|
Nov 04, 2021
Q3 2021
|
First Personal Financial Services
|
SELL
|
- |
-325- 6.55% |
$17.1K - $18.1K
|
4.63K
$284K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-336- 0.86% |
$17.6K - $18.8K
|
38.8K
$2.38M
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-420Closed |
$22.1K - $23.4K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-431- 4.67% |
$22.6K - $24.1K
|
8.81K
$539K
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-434- 3.79% |
$22.8K - $24.2K
|
11K
$674K
|
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-462- 24.99% |
$24.3K - $25.8K
|
1.39K
$85K
|
|
|
Oct 29, 2021
Q3 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-463- 2.27% |
$24.3K - $25.8K
|
20K
$1.22M
|
|
|
Oct 25, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-464- 0.53% |
$24.4K - $25.9K
|
87.3K
$5.35M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-497- 4.87% |
$26.1K - $27.7K
|
9.7K
$594K
|
|
|
Oct 20, 2021
Q3 2021
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-591- 1.28% |
$31K - $33K
|
45.7K
$2.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-597- 6.87% |
$31.4K - $33.3K
|
8.09K
$496K
|
|
|
Oct 07, 2021
Q3 2021
|
Moody National Bank Trust Division
|
SELL
|
- |
-602- 5.56% |
$31.6K - $33.6K
|
10.2K
$627K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-650Closed |
$34.1K - $36.3K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-700- 3.33% |
$36.8K - $39.1K
|
20.3K
$1.25M
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-851- 32.52% |
$44.7K - $47.5K
|
1.77K
$108K
|
|
|
Oct 15, 2021
Q3 2021
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-953- 2.02% |
$50.1K - $53.2K
|
46.3K
$2.83M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-994- 16.27% |
$52.2K - $55.5K
|
5.12K
$313K
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.09K- 2.09% |
$57.2K - $60.8K
|
51.2K
$3.13M
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.1K- 19.49% |
$57.5K - $61.1K
|
4.52K
$277K
|
|
|
Nov 01, 2021
Q3 2021
|
Bcm Advisors, LLC
|
SELL
|
- |
-1.1K- 10.21% |
$57.9K - $61.6K
|
9.7K
$594K
|
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.11K- 9.89% |
$58.1K - $61.7K
|
10.1K
$618K
|
|
|
Nov 15, 2021
Q3 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.18KClosed |
$62.1K - $66K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-1.22KClosed |
$64.1K - $68.1K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.27K- 19.77% |
$66.8K - $70.9K
|
5.16K
$316K
|
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.28K- 7.69% |
$67.3K - $71.5K
|
15.4K
$942K
|
|
|
Oct 28, 2021
Q3 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-1.3K- 6.81% |
$68.4K - $72.7K
|
17.8K
$1.09M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.62K- 4.07% |
$85.3K - $90.7K
|
38.3K
$2.35M
|
|
|
Nov 12, 2021
Q3 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.8K- 93.36% |
$94.5K - $100K
|
128
$7.84K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.08K- 11.16% |
$109K - $116K
|
16.5K
$1.01M
|
|
|
Nov 05, 2021
Q3 2021
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-2.28K- 36.98% |
$120K - $127K
|
3.88K
$238K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.73KClosed |
$143K - $153K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.79K- 3.33% |
$146K - $156K
|
80.9K
$4.96M
|
|
|
Oct 12, 2021
Q3 2021
|
Moneywise, Inc.
|
SELL
|
- |
-3.32K- 9.15% |
$174K - $185K
|
33K
$2.02M
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.33K- 1.03% |
$175K - $186K
|
318K
$19.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
SELL
|
- |
-3.48K- 10.15% |
$183K - $194K
|
30.8K
$1.88M
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.54K- 1.45% |
$186K - $198K
|
240K
$14.7M
|
|
|
Oct 26, 2021
Q3 2021
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-3.8KClosed |
$199K - $212K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.81KClosed |
$200K - $212K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.31KClosed |
$226K - $240K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Clarus Group, Inc.
|
SELL
|
- |
-4.32KClosed |
$227K - $241K
|
0
$0
|
|
|
Jul 28, 2022
Q3 2021
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-4.39K- 1.98% |
$230K - $245K
|
217K
$13.3M
|